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“THE GOLD STANDARD” CLIENT SERVICES

Investment Oversight Service 

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Year-long, continual monitoring of your investments
  • Quarterly, semi-annual or annual meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
  • Quarterly Statements
  • Independent Advice
  • Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s
  • Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state of the investment markets

 Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Quarterly review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that can affect your situation

 Retirement Income & Distribution Planning 

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA

Family Wealth Planning 

  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

 Client Services & Communications

  • Quarterly Newsletter to keep you apprised of the most current planning options
  • Quarterly, semi-annual or annual reviews
  • Special reports on how to help reduce your taxes and other important topics
  • Special Events, including client appreciation events (where you may bring up to 2 guests)

 


Neither Fuqua Financial LLC nor SagePoint Financial, Inc. offers tax or legal advice. As with all matters of a tax or legal matter you should consult your or tax or legal counsel for advice.

CONTACT US

FUQUA FINANCIAL, LLC

Douglas L. Fuqua Jr.
19901 Southwest Freeway
Suite 218
Sugar Land, TX 77479
281-207-1300
doug@fuquafinancial.com




 
 
 
To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck

**Securities, insurance, and advisory services offered through SagePoint Financial, Inc., member of  FINRA/SIPC. Additional insurance services may be offered through FUQUA FINANCIAL , who is not affiliated with SagePoint Financial. **FUQUA FINANCIAL, LLC  19901 Southwest Freeway, Ste. 218 Sugar Land, TX 77479 (281) 207-1300

FIRM-REQUIRED SOCIAL MEDIA DISCLOSURES

Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results.

Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details.

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This communication is strictly intended for individuals residing in the state(s) of AR, CA, CO, ME, TX, UT and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.